Aaron brings a deep personal connection to his work with families, shaped by his close relationship with his uncle, who has Down syndrome. Raised in Madison, Wisconsin, in a family with a strong history of advocacy and support for individuals with disabilities, Aaron was inspired from an early age to make a difference in this space.

While earning his bachelor’s degree in Personal Finance: Financial Planning from the University of Wisconsin–Madison, Aaron also pursued a certificate in Disability Rights and Services—further solidifying his commitment to empowering individuals with disabilities through thoughtful, values-driven financial planning. His passion for this work was reinforced during his internship at Oak Wealth Advisors, which led to a full-time role with the firm in 2023. He also holds an Associate of Arts and Sciences degree from UW–Milwaukee at Waukesha and is currently preparing to take the CFP® exam in the fall of 2025.